HeadInvest LLC’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,020
| Closed | -$242K | – | 239 |
|
|
2024
Q1 | $242K | Sell |
1,020
-120
| -11% | -$28.5K | 0.05% | 209 |
|
|
2023
Q4 | $222K | Hold |
1,140
| – | – | 0.05% | 214 |
|
|
2023
Q3 | $213K | Hold |
1,140
| – | – | 0.05% | 211 |
|
|
2023
Q2 | $220K | Buy |
1,140
+5
| +0.4% | +$963 | 0.05% | 210 |
|
|
2023
Q1 | $209K | Buy |
+1,135
| New | +$209K | 0.05% | 215 |
|